+287.5%
CAH vs PTEN
-15.6%
+303.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -5.1% | +3.5% | -8.6% | -5.4% |
| 30D | +0.2% | +17.5% | -17.4% | -1.6% |
| 3M | +6.3% | +12.7% | -6.4% | +4.4% |
| 6M | +9.4% | +33.1% | -23.7% | +5.0% |
| YTD | +15.0% | +116.4% | -101.5% | +4.4% |
| 1Y | +55.4% | +141.2% | -85.7% | +38.7% |
| 3Y | +173.8% | -3.8% | +177.6% | +164.9% |
| 5Y | +395.2% | +92.7% | +302.5% | +321.0% |
| All | +287.5% | -15.6% | +303.1% | +199.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling